Recap

Developing a flexible analytics product that serves a diverse set of users

challenge
scope
UX/UI
Product Design
collaborators
The old dashboard had information for both internal and external users, but didn't fully address the needs of either user type
It was overloaded with data and didn't provide actionable information. The metrics didn't have any: definitions, interpretations, or benchmarks.
Even internal users struggled with interpretation
The data display patterns were not extensible. We didn’t have a consistent way to show trends and snapshots.
We looked at multiple user types and their problems/questions.
We honed in on external user types
We narrowed our focus to external users and migrated internal analytics outside of the customer facing platform
Feedback we received from prototype testing
We received important follow up questions that we addressed in the MVP
We added 3 month rolling averages and industry benchmarks to help contextualize the main metrics
Historical views enabled users to look back at longer time ranges
The narrower format was easier to adapt to mobile
process
We tested the principles to the quality metric page
To connect all the pages together we compared some nav patterns
and landed on a pattern that allows users to digest information, that is both focused & explorable
We created a starting point with a TLDR
We made the metrics understandable with definitions and benchmarks
For the super users we included explorable lists, to help find outliers in the data
Raw data downloads enabled users to make their own analyses
lesson & insights
Client

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Stakeholders at practices receive monthly summaries in their inbox, in case they are too busy to login to the product. These recaps help facilitate conversations about program and performance improvements.
All practices start seeing actionable analytics on the dashboard after 3 months
We fast followed with a mobile version for those users that view metrics the on to go

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